Close + Shift4Shop

Close + Shift4Shop integrations

Create new Shift4Shop customers for new Close leads

Effortlessly manage your new leads from Close and streamline your customer base in Shift4Shop with this automation. Whenever a new lead is added in Close, this workflow will create a new customer in Shift4Shop, ensuring you're always up-to-date with your clients. Save time and easily keep track of your customers without any manual intervention required.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Close and Shift4Shop

Discover other triggers and actions you can use with Close and Shift4Shop

New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
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- Direction
- Completed?
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It

- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It

- Statuses
- Require these fields to be filled in
Trigger
Instant
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- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
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- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
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- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write
New Order
Triggers when a new order is placed.
Trigger
Instant
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Product Changed
Triggers when a product changed.
Trigger
Instant
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Product New
Triggers when a new product is created.
Trigger
Instant
Try It
- CustomerId
- BillingFirstName
- BillingLastName
- BillingCompany
- BillingAddress
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingEmail
- ShipmentFirstName
- ShipmentLastName
- ShipmentCompany
- ShipmentAddress
- ShipmentAddress2
- ShipmentCity
- ShipmentState
- ShipmentZipCode
- ShipmentCountry
- ShipmentPhone
- ShipmentEmail
Action
Write
- Email
  Required
- Password
  Required
- BillingCompany
- BillingFirstName
- BillingLastName
- BillingAddress1
- BillingAddress2
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- BillingPhoneNumber
- BillingTaxID
- ShippingCompany
- ShippingFirstName
- ShippingLastName
- ShippingAddress1
- ShippingAddress2
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- ShippingPhoneNumber
- ShippingAddressType
- CustomerGroupID
- Enabled
- MailList
- NonTaxable
- DisableBillingSameAsShipping
- Comments
- AdditionalField1
- AdditionalField2
- AdditionalField3
- TotalStoreCredit
- ResetPassword
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- Mfgid
- ShortDescription
- Gtin
- NonTaxable
- NotForSale
- Hide
- GiftCertificate
- HomeSpecial
- CategorySpecial
- NonSearchable
- ShipCost
- Weight
- Height
- Width
- Depth
- SelfShip
- FreeShipping
- RewardPoints
- RedeemPoints
- DisableRewards
- StockAlert
- ReorderQuantity
- InStockMessage
- OutOfStockMessage
- BackOrderMessage
- InventoryControl
- Description
- Keywords
- ExtraField1
- ExtraField2
- ExtraField3
- ExtraField4
- ExtraField5
- ExtraField6
- ExtraField7
- ExtraField8
- ExtraField9
- ExtraField10
- ExtraField11
- ExtraField12
- ExtraField13
- FeatureTitle
- FeatureDescription
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- ImageGalleryFile
- ImageGalleryCaption
- ImageGallerySorting
- CanonicalUrl
- PriceLevel2
- PriceLevel2Hide
- PriceLevel3
- PriceLevel3Hide
- PriceLevel4
- PriceLevel4Hide
- PriceLevel5
- PriceLevel5Hide
- PriceLevel6
- PriceLevel6Hide
- PriceLevel7
- PriceLevel7Hide
- PriceLevel8
- PriceLevel8Hide
- PriceLevel9
- PriceLevel9Hide
- PriceLevel10
- PriceLevel10Hide
- Title
- CustomFileName
- MetaTags
Action
Write
- OrderID
- OrderStatusID
- InternalComments
- CustomerID
Action
Write
- Email
- First Name
- Last Name
- Country
- State
- City
- Phone
Action
Search
- Sku
- Name
- Cost
- Price
- Stock
- Hide
- Free Shipping
- On Sale
- Non Tax
- Not for Sale
Action
Search

- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Search or write
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
Order Status Change
Triggers when the status of an order is changed.
Trigger
Instant
Try It
Product Deleted
Triggers when a product is deleted.
Trigger
Instant
Try It
Product Stock Changed
Triggers when a product stock changed.
Trigger
Instant
Try It
- OrderKey
  Required
- ItemQuantity
- CatalogID
  Required
Action
Write
- BypassOrderProcessing
- BypassOrderEmail
- InvoiceNumberPrefix
- InvoiceNumber
- CustomerID
- OrderDate
- OrderStatusID
- AlternateOrderID
- BillingFirstName
  Required
- BillingLastName
  Required
- BillingCompany
- BillingAddress
  Required
- BillingAddress2
- BillingCity
  Required
- BillingState
- BillingZipCode
- BillingCountry
  Required
- BillingPhoneNumber
  Required
- BillingEmail
- BillingOnLinePayment
- BillingPaymentMethodID
- ShipmentOrderStatus
- ShipmentAddress
  Required
- ShipmentAddress2
- ShipmentCity
  Required
- ShipmentCompany
- ShipmentCountry
  Required
- ShipmentEmail
- ShipmentFirstName
  Required
- ShipmentLastName
  Required
- ShipmentMethodName
- ShipmentShippedDate
- ShipmentPhone
  Required
- ShipmentState
  Required
- ShipmentZipCode
  Required
- ShipmentTax
- ShipmentTrackingCode
- ShipmentNumber
  Required
- CatalogID
  Required
- ItemID
- ItemShipmentID
- ItemQuantity
- ItemDescription
- ItemUnitPrice
- ItemWeight
- ItemOptionPrice
- ItemUnitCost
- ItemUnitStock
- OrderDiscount
- SalesTax
- OrderAmount
- TransactionID
- TransactionDateTime
- TransactionType
- TransactionMethod
- TransactionAmount
- TransactionApproval
- TransactionReference
- TransactionCVV2
- TransactionAVS
- TransactionResponseText
- TransactionResponseCode
- TransactionCaptured
- Referer
- Ip
- CustomerComments
- InternalComments
Action
Write
- Sku
- Name
  Required
- Cost
- Price
  Required
- RetailPrice
- SalePrice
- OnSale
- Stock
- ShortDescription
- Gtin
- Weight
- Height
- Width
- Depth
- Description
- Keywords
- MainImageFile
- MainImageCaption
- ThumbnailFile
- AdditionalImageFile2
- AdditionalImageCaption2
- AdditionalImageFile3
- AdditionalImageCaption3
- AdditionalImageFile4
- AdditionalImageCaption4
- Title
Action
Write
- OrderKey
  Required
Action
Search
- InvoicePrefix
- InvoiceNumber
- OrderStatus
- BillingEmail
- DateStart
- DateEnd
- LastUpdateStart
- LastUpdateEnd
Action
Search

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Shift4Shop

Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.

Learn moreLearn moreHelpHelp

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eCommerce

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Create Shift4Shop customers from new Close opportunities

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